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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,357 | $45,343-55.1% | $150,298-86.5% | $67,986-70.1% |
| Participation rate | 48.9% | 51.9%-2.9pp | 77.8%-28.8pp | 57.2%-8.3pp |
| Annual return | 17.46% | 33.28%-15.8pp | 62.79%-45.3pp | 31.67%-14.2pp |
| Employer contribution / active EE | $777 | $1,462-46.8% | $4,154-81.3% | $2,019-61.5% |
| Participant deferral / active EE | $1,972 | $2,055-4.0% | $5,453-63.8% | $3,358-41.3% |
| Admin fee / account holder | $2,225 | $2,250-1.1% | $14,116-84.2% | $3,203-30.5% |